# Financial advisors for executives in Missouri > For executives in Missouri, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Mark Schweiss of Modern Dollar Planning, Michael Pompian of Sunpointe Investments and Zach Ungerott of Hightower Wealth Advisors. Page: https://find.wellspent.co/audiences/executives/missouri/ 50 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Missouri? For executives in Missouri, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Mark Schweiss of Modern Dollar Planning, Michael Pompian of Sunpointe Investments and Zach Ungerott of Hightower Wealth Advisors. - [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss/), Modern Dollar Planning, St. Louis. Holds the CPA, CFA and CFP. Fees on file: flat fee or retainer, one-time planning fee. - [Michael Pompian](https://find.wellspent.co/advisors/michael-pompian/), Sunpointe Investments, St. Louis. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott/), Hightower Wealth Advisors, St. Louis. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Ryan Furlong](https://find.wellspent.co/advisors/ryan-furlong/), Parkwoods Wealth Partners, St Louis. Holds the CFP. Fees on file: percentage of assets. - [Chris Arnold](https://find.wellspent.co/advisors/chris-arnold/), Refresh Wealth, University City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Rachael Graf](https://find.wellspent.co/advisors/rachael-graf/), Buttonwood Financial Group, Kansas City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Missouri work with executives? The Wellspent public graph lists 50 fee-only advisors for executives in Missouri, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Missouri located? Of the 50 fee-only advisors for executives in Missouri, 20 are in St. Louis, followed by 10 in Kansas City and 6 in Independence. ## How do fee-only advisors for executives in Missouri charge? The most common fee among fee-only advisors for executives in Missouri is a percentage of assets, used by 98% of the 50 with fees on file. Many use more than one: 88% charge fixed fees and 54% charge by the hour. ## How much do fee-only financial advisors charge in Missouri? Fee-only financial advisors in Missouri charge a median of $4,770 a year for ongoing planning. We found this across the published prices of 18 Missouri firms. ## How much does a one-time financial plan cost in Missouri? A one-time financial plan from a fee-only firm in Missouri has a median price of $2,000. We found this across the published prices of 14 Missouri firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In Missouri, 40% of the 50 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs help with deferred compensation tax. - CFA (8% of advisors listed): The CFA helps with concentrated stock. - CFP (40% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Missouri advisors for executives compare with the rest of the US? 88% of fee-only advisors for executives in Missouri charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Missouri tax income on top of federal tax? Yes. Missouri has a state income tax, so a financial plan for a Missouri resident should project it alongside federal tax. ## Is there a local income tax in Missouri? Yes. In Missouri, Kansas City and St. Louis add an earnings tax. ## What happens to stock pay if you move to or from Missouri? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Missouri can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Missouri? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Missouri? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Chris Arnold](https://find.wellspent.co/advisors/chris-arnold.md) | Refresh Wealth | University City, Missouri | CFP | Percentage of assets, Ongoing planning fee | | [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Richard Armstrong](https://find.wellspent.co/advisors/richard-armstrong.md) | Faith Investor Services | Wildwood, Missouri | CFP | Percentage of assets | | [Ryan Furlong](https://find.wellspent.co/advisors/ryan-furlong.md) | Parkwoods Wealth Partners | St Louis, Missouri | CFP | Percentage of assets | | [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Christopher Battreall](https://find.wellspent.co/advisors/christopher-battreall.md) | Precision Wealth Strategies | St. Louis, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Funk](https://find.wellspent.co/advisors/spencer-funk.md) | Precision Wealth Strategies | St. Louis, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Beil](https://find.wellspent.co/advisors/andrew-beil.md) | StrongBox Wealth | Lee'S Summit, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Cooper](https://find.wellspent.co/advisors/charles-cooper.md) | StrongBox Wealth | Lee'S Summit, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Brand](https://find.wellspent.co/advisors/todd-brand.md) | Brand Asset Management Group, Inc. | Chesterfield, Missouri | AIF | Percentage of assets, Fixed fees | | [Austin Drake](https://find.wellspent.co/advisors/austin-drake.md) | Sterneck Capital Management | Kansas City, Missouri | CFP | Percentage of assets, Fixed fees | | [Benjamin Tuscai](https://find.wellspent.co/advisors/benjamin-tuscai.md) | Sunpointe Investments | St. Louis, Missouri | CFP | Percentage of assets, Fixed fees | | [Danielle Brown](https://find.wellspent.co/advisors/danielle-brown.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Sandfort](https://find.wellspent.co/advisors/jason-sandfort.md) | Angell Capital Management | St. Charles, Missouri | CFP | Percentage of assets, Fixed fees | | [Michael Pompian](https://find.wellspent.co/advisors/michael-pompian.md) | Sunpointe Investments | St. Louis, Missouri | CFP, CFA | Percentage of assets, Fixed fees | | [Mitchell Gasbarro](https://find.wellspent.co/advisors/mitchell-gasbarro.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Rachael Graf](https://find.wellspent.co/advisors/rachael-graf.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Heidenreich](https://find.wellspent.co/advisors/ryan-heidenreich.md) | Sunpointe Investments | St. Louis, Missouri | CFP | Percentage of assets, Fixed fees | | [Alexander Hoover](https://find.wellspent.co/advisors/alexander-hoover.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Darin Robinson](https://find.wellspent.co/advisors/darin-robinson.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [John Dwyer](https://find.wellspent.co/advisors/john-dwyer.md) | Sunpointe Investments | Clayton, Missouri | CFA | Percentage of assets, Fixed fees | | [Kyle Neese](https://find.wellspent.co/advisors/kyle-neese.md) | Sunpointe Investments | St. Louis, Missouri | CFA | Percentage of assets, Fixed fees | | [Nathan Cameron](https://find.wellspent.co/advisors/nathan-cameron.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Trevor O'Connor](https://find.wellspent.co/advisors/trevor-o-connor.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Brian Ismert](https://find.wellspent.co/advisors/brian-ismert.md) | Equity Wealth Partners | Independence, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Derrick Barger](https://find.wellspent.co/advisors/derrick-barger.md) | Equity Wealth Partners | Independence, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Douglas Rothermich](https://find.wellspent.co/advisors/douglas-rothermich.md) | Fidelis Capital | Saint Charles, Missouri | | Percentage of assets, Fixed fees | | [Eldon Anderson](https://find.wellspent.co/advisors/eldon-anderson.md) | Equity Wealth Partners | Independence, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Garlow](https://find.wellspent.co/advisors/jonathan-garlow.md) | StrongBox Wealth | Lee'S Summit, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kathy Postoak](https://find.wellspent.co/advisors/kathy-postoak.md) | StrongBox Wealth | Lee'S Summit, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Angela Pompian](https://find.wellspent.co/advisors/angela-pompian.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Brandie Giffin](https://find.wellspent.co/advisors/brandie-giffin.md) | Sterneck Capital Management | Kansas City, Missouri | | Percentage of assets, Fixed fees | | [Carlos Carriedo Samaniego](https://find.wellspent.co/advisors/carlos-carriedo-samaniego.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Jeff McGovern](https://find.wellspent.co/advisors/jeff-mcgovern.md) | Haven Wealth Planning | Kirkwood, Missouri | | Percentage of assets, Flat fee or retainer | | [Jon McGraw](https://find.wellspent.co/advisors/jon-mcgraw.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kaden Ludlow](https://find.wellspent.co/advisors/kaden-ludlow.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Coplen](https://find.wellspent.co/advisors/kenneth-coplen.md) | SFC Financial | St. Louis, Missouri | PFS | Percentage of assets, Hourly, Fixed fees | | [Kevin Kaleta](https://find.wellspent.co/advisors/kevin-kaleta.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Lee Boudouris](https://find.wellspent.co/advisors/lee-boudouris.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Matthew Zeigler](https://find.wellspent.co/advisors/matthew-zeigler.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Robert Mooney](https://find.wellspent.co/advisors/robert-mooney.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Robin Sterneck](https://find.wellspent.co/advisors/robin-sterneck.md) | Sterneck Capital Management | Kansas City, Missouri | | Percentage of assets, Fixed fees | | [Scott Angell](https://find.wellspent.co/advisors/scott-angell.md) | Angell Capital Management | Centralia, Missouri | | Percentage of assets, Fixed fees | | [Vincent Pastorino](https://find.wellspent.co/advisors/vincent-pastorino.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Jacob Potter](https://find.wellspent.co/advisors/jacob-potter.md) | SFC Financial | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Sharon Stanton](https://find.wellspent.co/advisors/sharon-stanton.md) | SFC Financial | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Walter Klein](https://find.wellspent.co/advisors/walter-klein.md) | SFC Financial | Sunset Hills, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Jason Anderson](https://find.wellspent.co/advisors/jason-anderson.md) | Equity Wealth Partners | Independence, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Anger](https://find.wellspent.co/advisors/jeffrey-anger.md) | Equity Wealth Partners | Independence, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Peyton Anderson](https://find.wellspent.co/advisors/peyton-anderson.md) | Equity Wealth Partners | Independence, Missouri | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Missouri](https://find.wellspent.co/specialties/retirement-planning/missouri.md) - [Tax planning in Missouri](https://find.wellspent.co/specialties/tax-planning/missouri.md) - [Estate planning in Missouri](https://find.wellspent.co/specialties/estate-planning/missouri.md) - [Family wealth transfer in Missouri](https://find.wellspent.co/specialties/family-wealth-transfer/missouri.md) - [Pre-retirees in Missouri](https://find.wellspent.co/audiences/pre-retirees/missouri.md) - [Small business owners in Missouri](https://find.wellspent.co/specialties/small-business-owners/missouri.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).